Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Great Lakes Plan Slates New Consultant RFP

Plan will issue an investment committee-approved general investment consultant RFP next week.

08.11.21
Consultant/OCIO/Discretionary
Midwest Plan Retains Consultant; Concludes Opportunistic Credit Mgr. Search

The plan retained its general investment consultant and hired two opportunistic credit managers at a special investment board meeting last week.

08.09.21
Consultant/OCIO/Discretionary
Midwest Plan Begins Consultant Search

The plan has issued its general investment consultant RFP due to its incumbent’s contract expiration.

08.09.21
Consultant/OCIO/Discretionary
West Coast Plan Concludes Consultant Search

The plan concluded its consultant search after a due diligence team report last week.

08.06.21
Consultant/OCIO/Discretionary
Great Lakes Plan Rehires Consultant

The plan rehired its incumbent following a search launched in March.

08.06.21
Consultant/OCIO/Discretionary
Midwest Plan Delays Consultant RFP; Slates RE Mgr. Presentation

The plan will issue its general investment consultant RFP next year after initially expecting to conduct the search this year.

08.05.21
Consultant/OCIO/Discretionary
New England Port Plan Issues Investment Consultant

The plan rehired its incumbent in two prior searches.

08.05.21
Consultant/OCIO/Discretionary
Hyas Group To Be Acquired

The Portland, Ore.-based consulting firm was launched in 2008 by former Arnerich Massena employees.

08.05.21
People Moves
Hirtle Callaghan Hires Client Engagement Director From Wilshire

Outsourced cio Hirtle Callaghan has hired a director of client engagement to focus on building new relationships with mission-driven nonprofit organizations, especially endowments and foundations addressing education, healthcare and societal support.

08.05.21
Asset Study/Review
Great Plains Foundation Issues Invitation-Only RFP For Asset Study

A foundation based in a Great Plains state has issued an invitation-only RFP for an investment consultant to conduct an asset allocation study.

08.05.21